+651.7%
FLEX vs EAT
+333.9%
+317.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.9% | +0.9% | +2.8% |
| 7D | +2.2% | -8.9% | +11.2% | +5.5% |
| 30D | -32.6% | +3.4% | -36.0% | -33.6% |
| 3M | -35.5% | -9.3% | -26.2% | -34.1% |
| 6M | -45.6% | +43.8% | -89.3% | -53.1% |
| YTD | +30.7% | +39.9% | -9.2% | +12.8% |
| 1Y | +28.4% | +89.7% | -61.3% | -1.0% |
| 3Y | +301.7% | +491.3% | -189.6% | +96.9% |
| 5Y | +473.3% | +365.4% | +107.9% | +187.0% |
| 10Y | +651.7% | +325.9% | +325.9% | +158.9% |
| All | +651.7% | +333.9% | +317.8% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling